The CloudKii® CRM Powered by HighLevel is a fully featured CRM platform. If you are a partner you have access to the CRM included with your plan. If you are an ELMessenger Pro user you can access the CloudKii® CRM here for 14-days FREE. We have in app training for the CRM to help you build as you go.
This article is a basic overview of the Opportunities and Workflows and how they work with your ELMessenger Pro account.
What you will need
- ELMessenger Pro Premium Account | Try ELMessenger Pro Premium Features Free for 7-Days Click Here
- CloudKii® CRM or HighLevel Account
Creating An Opportunity
- Create a Pipeline
- Connect Your Pipeline to ELMessenger Pro
- Tag a messenger contact with a pipeline tag
Creating A Workflow
- Set your "Trigger"
- Create your action. (Send an email, SMS, Apply a Tag, etc.)
- Tag a contact with a pipeline tag
What you can do now
- Trigger A Campaign From a Facebook Post
- Collect Leads Directly From Messenger
- Become a CloudKii® Partner
If you have any questions, comments, or concerns please reach out to our support team.
Please sign in to leave a comment.